Trust Accountant - Perpetual Corporate Trust Apply locations Sydney time type Full time posted on Posted 5 Days Ago job requisition id R7515
A 12-Month Max term Contract opportunity with Perpetual Corporate Trust.
Flexible Work Environment: Work where you work best – whether in the office or from home.
Work with global institutional investors and clients. Perpetual Group is an ASX-listed company (ASX: PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management, and Corporate Trust.
Following the completion of a comprehensive Strategic Review in May 2024, it was announced that Perpetual Limited will become a standalone Asset Management business and has entered into an agreement with an affiliate of Kohlberg Kravis Roberts (KKR) who will acquire the Corporate Trust and Wealth Management businesses.
About the role As a Trust Accountant, you will assist the Perpetual Corporate Trust Accounting team in providing accurate and timely accounting services to managers of securitisation trusts and managed investment trusts (MITs). You will:
Prepare periodic management accounts for a portfolio of clients. Coordinate and prepare audited annual financial statements (Special Purpose and General Purpose). Coordinate preparation and lodgement of income tax return and annual tax reports including AIIR and PAYGW with tax agent. Prepare budgets and liquidity forecasts. Prepare Business Activity Statements (BAS) and Instalment Activity Statements (IAS). Prepare distribution and withholding tax calculations for MITs and some securitisation trusts. About you Degree qualified (accounting / economics / finance degree majoring in accounting).
Qualified or working towards being qualified CA / CPA.
2 - 3 years' experience in an accounting role.
Proficient in Microsoft Word, Excel and Accounting Systems (Xero).
Understanding of tax legislation for trusts in Australia (desirable).
Working knowledge of managed funds and securitisation would be an advantage.
Registered as a BAS / Tax Agent and/or auditing experience would be an advantage.
How we work Our unique culture is underpinned by our three organisational behaviours: Stretch, Own it, Make an impact, which drive our approach to day-to-day interactions with colleagues and clients; the way we approach decision-making, the questions we ask, and the problems we solve.
Employee benefits Work from anywhere in Australia for up to one month each year.
An annual allowance to empower you to prioritise your personal wellbeing.
Access to LinkedIn learning, study support, and commitment to supporting professional development.
Diversity and inclusion WGEA Employer of Choice for gender equality since 2018. Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
A growing number of employee-led networks who work to raise awareness and drive continued change.
We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People.
We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
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